SMArtX Advisory Solutions Continues Talent Expansion With Brian Watkins, EVP, Head of Client Success
25 Julio 2024 - 8:08AM
Business Wire
Key addition underscores the company’s
unwavering commitment to attracting top talent & accelerating
its growth trajectory
SMArtX Advisory Solutions, an innovator in managed accounts
technology, announced today the strategic appointment of Brian
Watkins as Executive Vice President (EVP), Head of Client Success.
This move underscores SMArtX’s unwavering commitment to attracting
exceptional talent that fuels its innovation engine and propels its
remarkable growth trajectory.
Watkins’ arrival marks a significant milestone in SMArtX’s
talent expansion strategy.
“Our commitment to fostering a culture of innovation positions
SMArtX as a magnet for top talent within the wealth management
sector,” said Jonathan Pincus, CEO of SMArtX. “By attracting
industry veterans like Watkins, we’re strengthening our ability to
develop best-in-class managed account solutions. This focus on the
future ensures SMArtX remains at the forefront of the industry,
providing unmatched value to our clients.”
Reporting directly to Pincus, Watkins will spearhead all client
success functions, including implementations, support, and
servicing. His extensive experience and proven leadership skills
will be instrumental in scaling SMArtX’s client success
infrastructure and ensuring seamless service delivery.
“I’m thrilled to be joining the SMArtX executive team and
excited about the opportunity to join a fintech company providing
such innovative managed account solutions,” said Watkins. “The
chance to work with a talented team committed to building a
state-of-the-art managed account platform is truly remarkable. I
look forward to leveraging my experience to help SMArtX grow and
ensure we continue to deliver solutions that elevate our clients’
success.”
Watkins brings an extensive background to SMArtX, having served
as Senior Director, Head of Relationship Management at DriveWealth
and Senior Relationship Manager at Fiserv (formerly CheckFree APL).
He is a veteran of the United States Marine Corps and a seasoned
leader with a proven track record of success in the fintech
industry.
About SMArtX Advisory Solutions
SMArtX Advisory Solutions is an award-winning managed accounts
technology provider and manages SMArtX, a turnkey asset management
platform ('TAMP'). SMArtX’s API-first, cloud-native technology
operates within a modular, microservices architecture, providing
clients with a tailored solution catered to their unique
specifications. SMArtX is available as an off-the-shelf TAMP for
advisors seeking a wider selection of investment products and ease
of use while automating the investment processes and simplifying
the everyday tasks of managing client accounts. SMArtX also
licenses its proprietary technology to enterprise firms looking to
create, customize, or upgrade their existing managed accounts
technology as a standalone or fully integrated solution. SMArtX is
the managed account technology and TAMP platform of choice for
multiple RIAs, broker-dealers, asset managers, custodians, and
fintech firms. Learn more at www.smartxadvisory.com.
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version on businesswire.com: https://www.businesswire.com/news/home/20240725134659/en/
Tina Powell Intention.ly for SMArtX Advisory Solutions
SMArtX@growintentionally.com 201-212-0072